Cohen & Steers’s Beta Technologies Inc BETA Stock Holding History

Cohen & Steers’s Portfolio BETA Stock Details BETA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10,000	Closed	-$282K	–	483
2025 Q4	$282K	Buy	+10,000	New	+$298K	﹤0.01%	334

Other funds holding BETA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

ACI

Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Cohen & Steers's BETA Position: Q1 2026 in Review

Cohen & Steers sold out of Beta Technologies Inc (BETA) in Q1 2026, closing a stake of 10,000 shares — an estimated $282K sold.

Cohen & Steers first reported a position in BETA in Q4 2025 and held it in 1 quarter. The position peaked at $282K in Q4 2025. 145 funds tracked by Wall St. Rank hold BETA as of Q1 2026.

Cohen & Steers reported no remaining Beta Technologies Inc position as of Q1 2026 after selling out during the quarter.
Cohen & Steers sold 10,000 Beta Technologies Inc shares in Q1 2026, an estimated $282K.
Cohen & Steers first reported a position in Beta Technologies Inc in Q4 2025 and held it in 1 quarter.
Cohen & Steers's Beta Technologies Inc position peaked at $282K in Q4 2025.
145 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q1 2026.

Based on Cohen & Steers's 13F filing for Q1 2026, filed 15 May 2026.